SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,644,548 | +17.8% | 276,068 | +3.0% | 0.40% | -0.5% |
| Q3 2023 | $9,887,284 | -33.3% | 267,948 | -29.8% | 0.40% | -35.7% |
| Q2 2023 | $14,816,533 | +0.5% | 381,476 | -2.3% | 0.63% | -8.1% |
| Q1 2023 | $14,746,806 | +1.7% | 390,437 | -0.5% | 0.68% | -8.8% |
| Q4 2022 | $14,506,448 | +8.9% | 392,384 | +0.3% | 0.75% | -3.4% |
| Q3 2022 | $13,319,000 | -7.8% | 391,058 | -2.6% | 0.78% | -13.4% |
| Q2 2022 | $14,446,000 | -14.6% | 401,511 | -0.1% | 0.90% | +15.6% |
| Q1 2022 | $16,908,000 | +3.1% | 401,909 | +9.5% | 0.77% | -4.8% |
| Q4 2021 | $16,406,000 | +5.5% | 367,109 | +0.6% | 0.81% | -32.2% |
| Q3 2021 | $15,548,000 | -1.6% | 364,968 | +1.5% | 1.20% | -6.6% |
| Q2 2021 | $15,794,000 | +4.2% | 359,447 | +0.2% | 1.28% | -14.7% |
| Q1 2021 | $15,159,000 | +0.3% | 358,628 | -15.1% | 1.51% | -16.7% |
| Q4 2020 | $15,117,000 | +7.9% | 422,254 | -17.4% | 1.81% | -11.5% |
| Q3 2020 | $14,005,000 | -2.2% | 511,499 | -5.1% | 2.04% | -8.6% |
| Q2 2020 | $14,320,000 | -1.7% | 538,956 | -19.2% | 2.24% | -8.7% |
| Q1 2020 | $14,573,000 | +90.8% | 667,241 | +185.0% | 2.45% | +87.7% |
| Q4 2019 | $7,638,000 | +9.6% | 234,083 | +0.7% | 1.30% | +3.6% |
| Q3 2019 | $6,972,000 | -0.9% | 232,403 | +1.2% | 1.26% | -0.2% |
| Q2 2019 | $7,036,000 | +8.6% | 229,623 | +7.2% | 1.26% | +3.4% |
| Q1 2019 | $6,478,000 | +16.6% | 214,294 | +1.7% | 1.22% | +8.4% |
| Q4 2018 | $5,555,000 | +20.3% | 210,722 | +51.6% | 1.13% | +11.5% |
| Q3 2018 | $4,619,000 | – | 138,957 | – | 1.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |